Natural Investments

    OverviewSuggest Edit

    Natural Investments is a national portfolio management firm with offices in the following locations: Paonia, Colorado; Kailua-Kona, Hawaii; Windsor, California; San Luis Obispo, California; Port Townsend, Washington; Portland, Oregon; Louisville, Kentucky; Charleston, South Carolina; Ithaca, New York; Maui, Hawaii; Hilo, Hawaii; and Newton, Massachusetts. We're an innovative, client-focused company, with a high level of personal attention and individualized service. We combine our progressive passion with fiscal prudence, and through our affiliations with Charles Schwab & Co, Black Diamond Performance Reporting, and the Social Investment Forum, provide our clients with strong research and solid administration.
    HQKahaluu-Keauhou, US

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    Employees (est.) (Sept 2020)20
    Cybersecurity ratingBMore

    Natural Investments Office Locations

    Natural Investments has an office in Kahaluu-Keauhou
    Kahaluu-Keauhou, US (HQ)
    Kahaluu-Keauhou, HI 96740, USA
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    Natural Investments Financials and Metrics

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    Natural Investments Blogs

    Investing to End Racial and Wealth Inequality

    “These are tumultuous times.” It sounds like a cliché, but one could argue that it’s an apt description of life on planet Earth right now. As the world continues its struggle with mitigating the devastating effects of the novel coronavirus, the world has witnessed, yet again, horrific scenes of poli…

    2019 Social Impact Report

    Download a full PDF copy of our 2019 Social Impact Report Intentional Growth, Deeper Commitment by Michael Kramer 2019 Overall SRI Impact 2019 Shareholder Advocacy Review 2019 Regenerative Investments Progress on Private Prison Divestment by Kirbie Crowe Divest, Then Reinvest by Scott Secrest Spotli…

    Intentional Growth, Deeper Commitment

    Over the past 30 years, Natural Investments has grown slowly and organically over time by attracting advisors who are aligned with our mission. Even without specific growth targets, our firm has expanded, introducing more people, new ideas, and a wider range of business styles. As a collective of ad…

    2019 SRI Impact

    Natural Investments enjoyed significant growth since the last report, with sustainable, responsible, impact (SRI) managed assets increasing by 24% to $650M[1]. For the first time, we are using an impact data aggregation firm to delve deeper into our clients’ positive effects on the environmental, so…

    2019 Shareholder Advocacy Review

    Natural Investments is involved in a range of efforts with our industry colleagues that facilitate positive economic, social and environmental change, including shareholder engagement with companies and public policy advocacy. Natural Investments regularly engages in corporate and political advocacy…

    2019 Regenerative Investments

    When available, a portion of client assets are directed to so-called “regenerative investments” in the private market. Natural Investments seeks funds and companies with an elevated business model that takes into account the public good. The authenticity of the model is usually backed by language in…
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    Natural Investments Frequently Asked Questions

    • When was Natural Investments founded?

      Natural Investments was founded in 1985.

    • How many employees does Natural Investments have?

      Natural Investments has 20 employees.

    • Who are Natural Investments competitors?

      Competitors of Natural Investments include Foresters Group, Impact Investment Group and Clean Yield Asset Management.

    • Where is Natural Investments headquarters?

      Natural Investments headquarters is located at Kahaluu-Keauhou, HI 96740, USA, Kahaluu-Keauhou.

    • Where are Natural Investments offices?

      Natural Investments has an office in Kahaluu-Keauhou.

    • How many offices does Natural Investments have?

      Natural Investments has 1 office.